Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-01-05 |
| OH | RA | APPROVED | 2011-11-25 |
Branch Locations
8875 Cincinnati Dayton Rd, West Chester, OH 45069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Loveland | OH | 08/2006 | Present |
1. 05/11/2012 - NON-VARIABLE INSURANCE - CRAWFORD INSURANCE - WORKING WITH CRAWFORD INSURANCE AN INDEPENDENT INSURANCE AGENCY IN ASSISTING US IN WRITING INSURANCE IN THE FOLLOWING AREAS. LIFE, DISABILITY, LONG-TERM CARE. - TIME SPENT 10%. 2. 3/22/2013 - NON-VARIABLE INSURANCE DBA - CINCINNATI INVESTMENT ADVISORS, LLC - INDEPENDENT INSURANCE BUSINESS SALES OF LIFE,DISABLITY,LOG-TERM CARE,INDIVIDUAL HEALTH INSURANCE IN CONJUNCTION WITH ESTATE PLANNING AND FINANCIAL PLANNING CLIENTS. - TIME SPENT 100% - GOSHEN, OH. 3. 1/18/2018 - Cincinnati Investment Advisors LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 11/1/2011 - 160 Hours Per Month/160 Hours During Trading. 4. 4/9/2018 - Jerger Properties LLC - Not Investment Related - 8875 Cincinnati Dayton Rd Unit 1, West Chester Township, OH 45069 - Real Estate Rental - Started 03/21/2018 - 1 Hour Per Month/0 Hours During Securities Trading - Moving our offices into this location in May of 2018. 5. 4/9/2018 - Jerger Properties LLC - Not Investment Related - 8875 Cincinnati Dayton Rd., West Chester Township, OH 45069 - Real Estate Rental - Started 03/21/2018 - Our office location in Unit 1. We will be renting both unit 2 & 3. - 10 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-22 |
Reach out to this advisor